HoneyBook

Vantaggi

I love how easy it is to use, and how amenable the HB team is to updating the software if you have a feature request or complaint. It provides very visual, easy user prompts that allow me to easily accomplish what I need in a fraction of the time of other software apps I've tried.

Inconvenienti

It's annoying that I can't delete the default emails that came with my account to replace them with my own workflow, so myself or a team member doesn't get confused with their suggested emails vs. the ones I actually want to use.

Vantaggi

Very user friendly, they offer so much! I love being able to track my expenses and schedule clients. I love the workflow feature, it’s so helpful. I REALLY love the fact that clients can pay you through the HB invoice. That’s probably the best part. Its awesome that they added a COVID-19 tool kit that shows you which clients are most likely to be affected. And then they have email templates that are COVID related. So many resources are provided, it’s like they actually care about us 🥺 💕 haha.
Highly recommend

Inconvenienti

The only thing that’s a little slow is the payment actually getting to my bank account. I’m not even sure if HB has anything to do with the time it takes, but I do wish it didn’t take 2 days to finally show up in my account. I wish there was an option to “instantly” transfer the funds for like a 1% fee. Like Venmo! That way if someone needs the money ASAP, they can instantly get it OR they can choose to wait the 1-2 business days to get the full payment. That would AMAZING

Vantaggi

I love how quick and easy Honeybook is to use and update. I'm constantly fine-tuning my processes and it is so satisfying to have everything saved and organized in a very intuitive way.

Inconvenienti

I don't like how many separate emails I need to make to send out my appointment scheduling.

Vantaggi

The look and feel of the app is very clean, love the ability to add images and customize the look and feel of contracts, flyers, brochures and more. Adding a custom form field to our website was easy to do. Automation feature seems nice, but we didn't really use it.

Inconvenienti

In contracts the most frustrating thing is that you can only add line items at the very bottom of the invoice. That means if you have a very long invoice and want to add a line to the top of the page, you have to add a line at the bottom and drag it all the way up to the top ( which is extremely tedious ). It wastes so much time that it made me wonder if we wasted more time trying to use this clunky app than just doing things the way we were used to in excel!

Vantaggi

The best part about HoneyBook is that I'm able to fully customize everything to match my brand's visuals. Everything about this CRM is easy to use. The support team is always incredible if you need help - they're seriously the best around. The community around HB is also amazing. I love how easy it is to go from an inquiry to a booked project with my automated workflows! The newer client portal feature is always a client favorite, too!

Inconvenienti

I would love to see a more flexible method for viewing pipelines and tasks. I prefer to view a Kanban-type of pipeline/workflow and tasks. I'd like to be able to click on a workflow and see how many clients/projects I have under it.

I also don't like that I can't charge for certain appointment types. I would love to use the scheduling feature for booking mini sessions or other items that I would charge for outside of weddings/brand sessions. It would also be great if certain appointment types could work as lead capture forms (i.e.: when an appointment is booked, a new inquiry is created).

For financial tracking, it would be nice to be able to create a recurring expense.